Institutional Ownership Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB). We have compiled data on the 229 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
176,177,610
shares
|
$3.82 Billion
8.15% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,088,143
shares
|
$262 Million
0.12% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,272,417
shares
|
$114 Million
1.46% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,052,810
shares
|
$109 Million
0.0% of portfolio
|
Q3 2024
Added 38.7%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
3,926,847
shares
|
$85.1 Million
1.22% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,770,887
shares
|
$60 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,106,038
shares
|
$45.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
2,081,472
shares
|
$45.1 Million
0.7% of portfolio
|
Q3 2024
Added 661.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,004,879
shares
|
$43.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,966,186
shares
|
$42.6 Million
1.69% of portfolio
|
Q4 2024
Added 47.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,895,436
shares
|
$41.1 Million
0.72% of portfolio
|
Q2 2024
Added 102.86%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,683,073
shares
|
$36.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,487,822
shares
|
$32.2 Million
1.36% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
1,482,295
shares
|
$32.1 Million
0.29% of portfolio
|
Q4 2021
Added 44.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,451,756
shares
|
$31.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,442,296
shares
|
$31.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,396,920
shares
|
$30.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,140,442
shares
|
$24.7 Million
0.34% of portfolio
|
Q4 2024
Added 3827.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,053,934
shares
|
$22.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
746,474
shares
|
$16.2 Million
2.32% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
743,157
shares
|
$16.1 Million
6.1% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
739,460
shares
|
$16 Million
8.39% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
702,190
shares
|
$15.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 34.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
637,071
shares
|
$13.8 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
618,461
shares
|
$13.4 Million
1.38% of portfolio
|
Q4 2024
Added 0.82%
|